Sending an Email to an Address on My Document

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Documents can be automatically sent to an email address that you include in your document.

First, determine the field name of the field which will capture the email address.  In the example below, the field is "Customer_Email".

 

Open the Templates Settings. 

 

In the Copy To text box, type “{{document.fields.” and then add your field name followed by two curly brackets.  Using the above example, here is what would go into the Copy To field.

Click Save to keep your settings.

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